How to Store Your Documents

End of Life Management Toolkit #8 | by Team Passare and Y Colaborative

Other Options for How to Store Your Documents

You can choose other ways to store your important End of Life documents besides a safe deposit box or home safe, including:

  • A secure file cabinet or locker in your home or office
  • On your personal computer, using a personal organization application
  • Through the use of “cloud” computer storage and security
  • At an Attorney’s office
  • With your executor or Power of Attorney

You may consider having a digital, cloud-based backup of your important End of Life documents. Many people find that going paperless is a good way to have total control of their information, since one can access critical documents “in the cloud” from an application on a smartphone, for example. There are applications available online that allow you to scan documents into PDF files in minutes, and then send those directly to a cloud-based storage and/or note-taking application. In this way, you can simply type a keyword in the search field, and then obtain instant access to all of your important documents.

Be sure to give your executor or Power of Attorney access privileges to your cloud-based storage system, including any necessary passwords, in addition to written authorization. In this way, if your executor or Power of Attorney is unavailable at a critical time and cannot get to the physical location of your documents, they can still instantly access them using “the cloud” from their location.

Now, take a few minutes to answer these questions:
  1. Based on your particular needs, what are the best storage options for your documents?
  2. Would it be beneficial to store and share your important document information in different ways, such as both “in the cloud”, and on hard copy?
  3. How will you update your stored documents if your situation changes and you want to revise your documents?
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